Makaira Partners·CIK 1540866
11
Positions
$771.0M
Portfolio Value
57
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| PGR | 19.60% | $151,094,693 |
| CHTR |
14.45% |
| $111,443,020 |
| LAMR | 13.97% | $107,740,876 |
| BBWI | 12.26% | $94,553,835 |
| CDW | 11.74% | $90,520,448 |
| DPZ | 11.21% | $86,396,983 |
| KMX | 6.71% | $51,720,395 |
| SVV | 3.56% | $27,417,600 |
| WHD | 3.42% | $26,347,902 |
| LBRDK | 2.97% | $22,911,197 |
| HEIA | 0.11% | $824,048 |